All times listed are Pacific Time.
Download a PDF version of the Agenda here.
All sessions are in the Arbor Ballroom E unless otherwise noted.
All times listed are Pacific Time.
Download a PDF version of the Agenda here.
All sessions are in the Arbor Ballroom E unless otherwise noted.
3:00 pm - 4:30 pm
Registration
Event Hub
4:30 pm - 5:30 pm
Best Practices vs. Requirements
NASBA Staff
7:30 am - 8:30 am
Breakfast
Arbor FG
8:00 am - 9:00 am
Registration
Event Hub
9:00 am - 9:30 am
Kick-Off and Welcome
Bill Emmer, COO - NASBA
Amy Tongate, Director, Compliance Services - NASBA
9:30 am - 11:00 am
Leading in a Rapidly Changing World
Derek Young, Keynote Speaker
Multi-Generational Workforce. Shrinking Financial Resources. Mission Creep. Silent Quitting. AI Takeover. Each and every day, leaders who are responsible for preparing others to elevate their performance through training are battered with new obstacles to bring their message to the forefront. “Leading in a Rapidly Changing World” is a high-energy, interactive keynote designed to give financial educators mindsets and methods that will transform how they market and deliver their programs and services. They will learn how concepts like Living a Legacy, Protecting Your Energy, and Valuing Constructive Feedback help them cut through the chaos to achieve new levels of success.
11:00 am - 11:20 am
Break and Exhibitor Time
Arbor Foyer
11:20 am - 12:00 pm
CPE Rules from a Legal Perspective
Elizabeth Wolfe, Deputy Chief Legal Officer - NASBA
12:00 pm - 1:00 pm
Lunch
Arbor FG
Group Live and Group Internet Based Frequently Asked Questions
NASBA Staff2:15 pm - 3:00 PM
Registry Audit Process
Lindsay Lane, National Registry Compliance Auditor - NASBA
3:00 pm - 3:15 pm
Instructions for Breakout Sessions
3:15 pm - 3:30 pm
Break and Exhibitor Time
Exhibitors will address virtual attendees during this break. Schedule of Exhibitors TBA.
Exhibitor Time
Arbor Ballroom Foyer
Exhibitor Time
Exhibitors will address virtual attendees during this break. Schedule of Exhibitors TBA.
5:00 pm - 7:00 pm
Connections and Cocktails
Serenity Garden
Join the NASBA, National Registry Staff and fellow Sponsors for a networking opportunity.
7:30 am - 8:30 am
Breakfast
Arbor FG
7:30 am - 8:45 am
Exhibitor Opportunity to Address Virtual Attendees
Schedule of Exhibitors TBA.
9:00 am - 9:15 am
Kick-Off and Welcome
Bill Emmer, COO - NASBA
Amy Tongate, Director, Compliance Services - NASBA
9:15 am - 10:45 am
Accounting Education in the Age of AI
Josh Cavalier, Keynote Speaker
Artificial Intelligence (AI) is rapidly transforming the accounting profession, presenting both challenges and opportunities for Certified Public Accountants (CPAs) and educators. As AI automates routine tasks and enhances data analysis, CPAs must adapt to remain relevant in this evolving landscape.
In this keynote session, Josh Cavalier will explore the integration of AI into accounting education, focusing on:
Attendees will gain insights into developing curricula that incorporate AI competencies, ensuring that future CPAs are prepared for the demands of the profession. The session will also highlight the importance of lifelong learning and adaptability in an era where technology and human expertise must coexist.
Target Audience:
CPA educators, accounting professionals, and stakeholders involved in CPA licensure and continuing education.
Learning Objectives:
By the end of this session, participants will be able to:
Join Josh to explore how embracing AI can lead to a more dynamic and resilient accounting profession, where technology and human insight work hand in hand.
10:45 am - 11:05 am
Break and Exhibitor Time
Arbor Ballroom Foyer
11:05 am - 11:30 am
Exposure Draft - New Standards Revisions
Erin Scruggs, Associate Director, National Registry - NASBA
11:30 am - 12:00 pm
Q&A with Registry Leadership
NASBA Staff
12:00 pm
Closing Remarks
Bill Emmer, COO - NASBA
Amy Tongate, Director, Compliance Services - NASBA